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Meeting

BUSINESS OWNERS 

FINANCIAL & WEALTH ADVISORS

RETAIL B-Ds and REGISTERED REP.

ADVISORY SERVICES

SERVICES

FINANCIAL ADVISORY SERVICES

  • Mergers & Acquisitions

  • Sales & Divestitures & Buy Side Advisory and Financing

  • Private Placements of equity or debt

  • Project Finance

  • Venture Capital Financing

  • Corporate Reorganizations, Restructurings & Recapitalizations

  • Joint Ventures, Strategic Relationships, Licensing and Royalty Transactions

  • Valuation Analyses & Due Diligence

  • Fairness Opinions & Expert Witness Testimony

  • General Financial Advisory & Consulting Services  ​

PLACEMENT AGENT SERVICES FOR ALTERNATIVE INVESTMENT FUNDS

  • Private Equity, Venture Capital, Hedge Funds, Real Estate and Fund of Funds

  • Sourcing Capital in size

  • Develop/Manage Proprietary Qualified Investor Database

  • Gather/Organize Due Diligence Materials -- including "Virtual" Data Room

  • Facilitate and Manage Process from Initiation, Compliance and Structuring through Preparation and Distribution of Fund Marketing Materials to Targeted LP Audience and a Successful Outcome for the Fund

  • Build Brand Identity, Differentiation, Awareness and Credibility to Enable Fund to Claim and Extend Market Share and Mind Share

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